About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Russell Expands Investment Discipline Indexes

Subscribe to our newsletter

Russell Investments announced today that it will expand its Investment Discipline Indexes (IDIs) to include U.S. small cap indexes. Specifically, four new Investment Discipline Indexes will be added to Russell’s lineup, each reflecting a particular approach to small cap security selection commonly practiced by professional money managers.

“We are very excited to expand our line of investment discipline indexes into the small cap arena, where we believe our clients can particularly benefit from high quality tools. These indexes draw from Russell’s strength in researching professional money managers and our pioneering history in indexing, particularly in small cap stocks,” said Rolf Agather, managing director of index research and innovation at Russell Investments. “Over time, Russell analysts have identified common characteristics and preferences among investors seeking attractive investment opportunities across capitalizations. Our new small cap investment discipline indexes provide additional tools for small-cap investors to gain exposure to these strategies.”

To expand the Russell Investment Discipline Indexes to the small cap arena, Russell analysts defined the four most widely practiced approaches of professional investment managers of small cap and categorized them into individual investment disciplines. The new Investment Discipline Indexes include the Russell U.S. Small Cap Aggressive Growth Index, Russell U.S. Small Cap Consistent Growth Index, Russell U.S. Small Cap Low P/E Index and Russell U.S. Small Cap Contrarian Index.

Russell Investments, a leader in U.S. equity indexes, introduced the concept of small-cap equity indexes in 1984. Today, the Russell Indexes currently have U.S. $3.9* trillion in assets benchmarked to them. The new small cap Investment Discipline Indexes build on the original methodology behind Russell’s six U.S. large cap investment discipline indexes, introduced in May of this year.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: In data we trust – How to ensure high quality data to power AI

Artificial intelligence is increasingly powering financial institutions’ processes and workflows, encompassing all parts of the enterprise from front-office to the back-office. As organisations seek to gain a competitive edge, they are trialling the technology in variety of ways to streamline and empower multiple use cases. Some are further than others along the path to achieving...

BLOG

APAC Data Management Leaders Revealed in Inaugural A-Team Insight Awards Introduction

A-Team Group is pleased to announce the winners of the inaugural Capital Markets Technology APAC Awards 2025. These awards celebrate the technology providers and financial institutions at the forefront of innovation across the Asia Pacific region. Coinciding with the announcement, we have also launched our comprehensive annual report, “The State of Capital Markets Technology in...

EVENT

Data Management Summit New York City

Now in its 15th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...